Endicott Precision, Inc. Retirement Plan — Form 5500 plan (Endicott Precision Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Endicott Precision, Inc. Retirement Plan is a benefit plan reported by Endicott Precision Inc. under EIN 16-0964323 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $20,292,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Endicott Precision Inc.
EIN
16-0964323
Plan number
002
Plan type
2
Location
Endicott, NY
Latest filing year
2023
Participants
133
End-of-year plan assets
$20,292,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241014140638NAL0013419811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,292,675
Total liabilities (EOY)
$0
Net assets (EOY)
$20,292,675
Net assets (BOY)
$20,389,168

Income & contributions

Employer contributions
$96,681
Participant contributions
$384,326
Total contributions
$485,210
Total income / additions
$1,934,310

Expenses & distributions

Benefits paid
$2,026,293
Administrative expenses
$4,605
Total expenses
$2,030,803
Net increase / (decrease)
-$96,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services, LLCINVESTMENT ADVISORY$0$29,7792023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,604$02023

Related Form 5500 pages